Plan Snapshot
- Plan Sponsor: Southern Methodist University
- Sponsor EIN: 750800689
- Sponsor Address: 6116 NORTH CENTRAL EXPRESSWAY, DALLAS, TX, 75206
- Plan Type: 401(k)
- Total Participants: 2,417
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,417 | $1.1B | $34.1M | $15.5M |
| 2023 | 2,316 | $1.0B | $31.5M | $14.3M |
| 2022 | 2,276 | $932.2M | $30.8M | $13.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| INSERO & CO. CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INSERO & CO. CPAS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $514,694 | $59,297 | — | — | — |
| 2023 | $499,945 | $54,476 | — | — | — |
| 2022 | $426,033 | — | — | — | — |